Beacon Investment Advisors’s Cal-Maine CALM Stock Holding History

Beacon Investment Advisors’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Sell	16,575 -63	-0.4%	-$5.17K	0.5%	64
2025 Q4	$1.32M	Sell	16,638 -791	-5%	-$69.5K	0.53%	57
2025 Q3	$1.64M	Buy	17,429 +175	+1%	+$18.7K	0.67%	44
2025 Q2	$1.71M	Buy	17,254 +317	+2%	+$30.3K	0.74%	37
2025 Q1	$1.54M	Buy	16,937 +142	+0.8%	+$14K	0.73%	44
2024 Q4	$1.73M	Sell	16,795 -82	-0.5%	-$7.74K	0.81%	32
2024 Q3	$1.26M	Buy	16,877 +75	+0.4%	+$5.19K	0.6%	52
2024 Q2	$1.03M	Sell	16,802 -190	-1%	-$11.3K	0.53%	58
2024 Q1	$1M	Sell	16,992 -99	-0.6%	-$5.63K	0.57%	56
2023 Q4	$981K	Sell	17,091 -318	-2%	-$15.7K	0.63%	48
2023 Q3	$843K	Buy	17,409 +146	+0.8%	+$6.78K	0.6%	52
2023 Q2	$777K	Sell	17,263 -309	-2%	-$15.3K	0.53%	56
2023 Q1	$1.07M	Buy	17,572 +228	+1%	+$12.7K	0.78%	40
2022 Q4	$944K	Buy	+17,344	New	+$1M	0.79%	44

Other funds holding CALM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beacon Investment Advisors's CALM Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Cal-Maine (CALM) stake by 0.38% in Q1 2026, selling an estimated $5.17K and leaving 16,575 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #64.

Beacon Investment Advisors first reported a position in CALM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.73M in Q4 2024. 462 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

Beacon Investment Advisors held 16,575 shares of Cal-Maine worth $1.31M as of Q1 2026.
Beacon Investment Advisors sold 63 Cal-Maine shares in Q1 2026, an estimated $5.17K.
Cal-Maine made up 0.5% of Beacon Investment Advisors's portfolio in Q1 2026, its #64 holding.
Beacon Investment Advisors first reported a position in Cal-Maine in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Cal-Maine position peaked at $1.73M in Q4 2024.
462 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.